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Best financial advisors in Diamond Bluff, WI

Registered advisers within 25 miles of Diamond Bluff, WI.

Offices
87
Firms
25
Combined AUM
$4.39T
Firm-wide filings, not assets booked only here
Clients
633K
632,581 clients when Item 5C has a number
Avg / client
$6.94M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
EXCEL FINANCIAL, LLC
AEGIS INVESTMENT MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC

Investors

JEFFREY CHARLES STRICKLAND
RICHARD LYNN DOUGLAS
Colin Michael Scully
Kyra Marie Cyr
PATRICK H FITSCHEN
Michael Lee Dube
Julie Heitman
JASON RICHARD YOCKEY
Tracy Marie Sears
GREGORY CONRAD ROE
JAMES SCOTT LOQUAI
JAMES CRANDELL LONG
JOHN PATRICK MORAN
JOHN RAYMOND LOQUAI
BRENT LESLIE URBACH
Collin Lars Baska
Michael Wayne Spangler
NATHAN JOHN OSTERTAG
Matthew Theis
Conor Joseph Smyth
TIMOTHY JOSEPH KELLY
Michael Robert Hosfeld
Tabitha Charley Meyer
Jason Paul Reding
IAN VAUGHN SCHEERER
DANA LEE BORGSCHATZ
Corey Dean Hawe
CODY ROSS BUCK
DOUGLAS LEE RITTER
MATTHEW ROBERT HARDYMAN
SAMUEL JOSEPH CASWELL
DAVID DOUGLAS RITTER
Daniel M Greenheck
Benjamin Joseph Whalen
Ashley Ann Lang
CHRISTOPHER WILLIAM GUETZLAFF
Benjamin Erik Kuehni
Hillary Stubbe

Within 25 miles of Diamond Bluff, WI, Best Investors lists 25 registered investment advisory firms with 87 offices nearby, managing about $4.39T in combined regulatory AUM across 632,581 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Diamond Bluff

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM